| Scorecard |
|---|
|
---
|
|
Lipper
---
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
---
|
U.S. News evaluated 40 Natural Resources Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned -14.11 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | -20.4% |
| 1 Year | -14.1% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity and equity-like securities of companies in the natural resources sector and associated businesses. It is not constrained by capitalization limits. Under normal circumstances, the fund intends to invest at least 40% of total assets in countries other than the United States. The fund may also invest up to 20% of assets in equity or debt securities of any type of foreign or U.S. issuer or commodity-related securities. It is non-diversified.
Fees
Fees are Below Average compared to funds in the same category.
JPMorgan Global Natural Resources Fund has an expense ratio of 1.30 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
